how to capture another Field data into Summary Field

Kishor Mudhili February 27, 2024

hello Guys,

i have created Service Request, in the SR we have Summary field (by default it's mandatroy in Global level). So I have make hidden and provided some dummy text. in same SR we have antoher custom field. I want to capture customer field information into Summary in issue.

how it's possible ?

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John Funk
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February 27, 2024

Hi Kishor,

You can create an automation rule based on an Issue Created trigger.

Then add an action for Edit Issue.

In the Summary field use: {{issue.Custom Field}} where Custom Field is the exact name of your custom field, including case.

Kishor Mudhili February 28, 2024

@John Funk : thank you so much for your help, it's working as we expected

Like John Funk likes this

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